Institution | Class | Position | Value | Shares | Portfolio Percentage (%) | Previous Percentage (%) | Shares Delta | Shares Delta (%) | Period of Report |
---|---|---|---|---|---|---|---|---|---|
HOME FEDERAL BANK OF TENNESSEE | COMMON STOCK | 2351 | $616,255 | 3,640 | 0.00 | 0.00 | -250 | -6.43 | 03-31-2024 |
SMITHFIELD TRUST CO | COM | 2352 | $522,000 | 3,623 | 0.03 | 0.02 | 79 | 2.23 | 12-31-2023 |
BUCKINGHAM STRATEGIC PARTNERS LLC | COM | 2353 | $523,765 | 3,621 | 0.00 | 0.00 | 1,074 | 42.17 | 12-31-2023 |
TRIUMPH CAPITAL MANAGEMENT | COM | 2354 | $621,589 | 3,620 | 0.00 | 0.00 | 892 | 32.70 | 03-31-2024 |